What is a Workflow Template?

A Workflow Template defines the structure of your Workflow. It is required in order to create Workflow Sessions.

The template sets the steps your customers will go through (for example: Identity verification, Bank account verification, Signature request).

How to create a Workflow Template

To create a Workflow Template, please contact our team. We will build it for you based on your specific use case.

• You can also request a template just for testing in the Sandbox environment. This is free and comes with no commitment, whether you are in the free trial period or not.
• Our legal experts can advise you to make sure the template meets your compliance needs.

👉 Contact us using this form to request a Workflow Template.

Can I Have Multiple Workflow Templates?

Yes. We can create as many Workflow Templates as you need, depending on your different use cases.

What is a Workflow Template made of?

A Workflow Template is built from one or more Action Groups.

Each Action Group represents a type of Action your customers must complete during a Workflow Session.

Available Action Groups:

All Workflow Sessions created from a Workflow Template will inherit the same set of Action Groups defined in that template.

Example of a Workflow Template

Use case: A B2C rental company requires a KYC (Know Your Customer) check before a customer can sign a rental contract.

Workflow Template:

• Name: B2C Rental Workflow
• Action Groups:
  1. Identity Verification – Verify the customer’s identity
  2. Bank Account Verification – Verify the customer’s bank account
  3. Signature Request – Customer signs the rental contract

Retrieve of Workflow Templates in your organization

To list all Workflow Templates in your organization, use the following endpoint: GET /workflow_templates.